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MyHallWizard

Sign up now for a 6 week free trial.  No credit card required.

Getting Started

  • Importing Customer Data
  • Importing Bookings
  • Set up Invoices and Payments
  • Sign Up for MyHallWizard
  • Create a new venue
  • What happens at the end of my free trial?

Customers and Bookings

  • Price Lists
  • How can I make repeat bookings every other week?
  • How can I make repeat bookings every other month?
  • How to book an event on the 2nd Thursday every month
  • Make a repeat booking for a customer on the 2nd and 4th Thursday of the month
  • Importing Customer Data
  • Importing Bookings
  • Can I send an invoice to a group treasurer instead of the main contact for my Customer?
  • Public calendars
  • Why can’t I send my email?
  • Deleting Customers
  • Calendar Settings
  • Enabling Booking Requests
  • Managing Booking Requests
  • Provisional Bookings
  • GDPR
  • Printing Reports

Invoices and Payments

  • Mark an invoice as paid
  • Can I send an invoice to a group treasurer instead of the main contact for my Customer?
  • Personalising your invoices for your customer
  • Set up Invoices and Payments
  • I accidentally invoiced a cancelled booking
  • Handling Overpayments
  • Credit Notes and Refunds
  • Deposits / Bonds
  • Invoicing
  • Printing Reports
  • Sales Taxes (VAT / GST)
  • Card Payments using Stripe

Configuration

  • Price Lists
  • Personalising your invoices for your customer
  • Set up Invoices and Payments
  • Create a new venue
  • Change the date format
  • Public calendars
  • How to delete a venue
  • Email Templates
  • Calendar Settings
  • Enabling Booking Requests

Managing your Account

  • Inviting users to your account
  • How to delete a venue
  • Managing your subscription
  • What happens at the end of my free trial?

Integrations

  • Export Invoices to Xero
  • RemoteLock
  • iCal feeds
  • Inspire Home Automation
  • Card Payments using Stripe

API

  • public-bookings
  • Home
  • Knowledge Base
  • Invoices and Payments
  • Handling Overpayments

Handling Overpayments

Occasionally a customer overpays an invoice. For example, if they were invoiced for £10.00, they may accidentally pay £12.00. If this occurs, please use the following process:

Start by creating an invoice against which the overpayment can be allocated

1. In the Invoices module, use New Invoice to create a new invoice to the customer. Select a range of dates such that no bookings will be added to the invoice. This will create a blank invoice for the customer.

2. On the invoice, use the Add Invoice Line button to create a new line for the payment. Enter “Overpayment” as the Description and the amount of overpayment as the Amount.

You do not need to send the invoice if you don’t want to.

Now we need to balance this invoice by creating a credit.

3. In the Invoices module, use New Invoice to generate a second new invoice to the customer exactly as you did before. On this invoice, use Add Invoice Line and enter “Credit for overpayment” as the Description and the amount of the overpayment as a negative number.

Important: If you sent the invoice at step 2, you must also send the invoice at step 3. Equally, if you did not send the invoice at step 2, you must not send the invoice at step 3 either.

4. Enter the Payment. It should allocate to the original invoice and also to the first invoice you created.

Next time the customer makes a payment, it will allocate to the credit invoice to offset the overpayment.

Notes:

  • You may need to manually adjust any allocations the system makes when entering payments to ensure the payment is allocated how you need.
  • You can use the Statement of Account and the other financial reports in the Reports module to keep track of your customers’ accounts.

Related #

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Updated on 18 August 2021
I accidentally invoiced a cancelled bookingCredit Notes and Refunds
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© 2023 HallWizard Limited

HallWizard Limited. Registered in England and Wales, no. 12763234. Registered office: Office 9, Dalton House, 60 Windsor Avenue, London SW19 2RR

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